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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,900 | $213,785-65.0% | $185,441-59.6% | $155,188-51.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 3.62% | 19.97%-16.4pp | 20.16%-16.5pp | 148.84%-145.2pp |
| Employer contribution / active EE | $7,112 | $5,393+31.9% | $4,672+52.2% | $4,248+67.4% |
| Participant deferral / active EE | $12,018 | $6,864+75.1% | $6,152+95.4% | $6,531+84.0% |
| Admin fee / account holder | $120 | $21,134-99.4% | $17,890-99.3% | $14,480-99.2% |